See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,023 | $56,277+1.3% | $80,975-29.6% | $62,891-9.3% |
| Participation rate | 85.7% | 69.0%+16.8pp | 75.8%+9.9pp | 69.3%+16.4pp |
| Annual return | 7.81% | 22.12%-14.3pp | 17.10%-9.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,576 | $1,943+32.6% | $3,714-30.7% | $2,281+12.9% |
| Participant deferral / active EE | $4,268 | $4,195+1.7% | $5,696-25.1% | $3,203+33.3% |
| Admin fee / account holder | $3,368 | $3,741-10.0% | $5,516-38.9% | $4,296-21.6% |